Latest Institutional Purchases of Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBDR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.92KNew |
$212K - $212K
|
8.92K
$212K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.6K+ 6.13% |
$157K - $157K
|
114K
$2.71M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 0.96% |
$53.1K - $53.1K
|
236K
$5.6M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 8.14% |
$35.6K - $35.6K
|
19.9K
$473K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$34.2K - $34.2K
|
1.44K
$34.2K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 5.12% |
$28.9K - $28.9K
|
25K
$593K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
665New |
$15.8K - $15.8K
|
665
$15.8K
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
546+ 1.87% |
$13K - $13K
|
29.7K
$705K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
534+ 5.09% |
$12.7K - $12.7K
|
11K
$262K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
291New |
$6.91K - $6.91K
|
291
$6.91K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
250K+ 31.62% |
$5.91M - $5.95M
|
1.04M
$24.7M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.3KNew |
$528K - $531K
|
22.3K
$530K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.2KNew |
$337K - $339K
|
14.2K
$338K
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
13.4K+ 16.44% |
$316K - $318K
|
94.6K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$302K - $304K
|
12.8K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.54K+ 100.0% |
$202K - $203K
|
17.1K
$406K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.34KNew |
$103K - $103K
|
4.34K
$103K
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.36KNew |
$55.9K - $56.3K
|
2.36K
$56.1K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$23.7K - $23.8K
|
1K
$23.8K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
315New |
$7.45K - $7.5K
|
315
$7.48K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
68+ 1.03% |
$1.61K - $1.62K
|
6.65K
$158K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.4K+ 110.71% |
$1.08M - $1.09M
|
86.4K
$2.05M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33.3KNew |
$792K - $799K
|
33.3K
$791K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.98K+ 6.66% |
$237K - $239K
|
160K
$3.8M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.97KNew |
$237K - $239K
|
9.97K
$237K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.97K+ 46.26% |
$166K - $167K
|
22K
$523K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.52KNew |
$59.9K - $60.4K
|
2.52K
$59.9K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.14KNew |
$27K - $27.3K
|
1.14K
$27K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19K - $19.2K
|
800
$19K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
711New |
$16.9K - $17K
|
711
$16.9K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116New |
$2.76K - $2.78K
|
116
$2.76K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$119 - $120
|
10.5K
$248K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.6KNew |
$2.07M - $2.14M
|
89.6K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.4KNew |
$1.47M - $1.52M
|
63.4K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
31.7KNew |
$733K - $757K
|
31.7K
$752K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
29.9K+ 1.46% |
$693K - $716K
|
2.08M
$49.5M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.8KNew |
$480K - $496K
|
20.8K
$493K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18.6KNew |
$431K - $445K
|
18.6K
$443K
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
14.1KNew |
$325K - $336K
|
14.1K
$334K
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.7KNew |
$294K - $304K
|
12.7K
$302K
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$245K - $253K
|
10.6K
$251K
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
10KNew |
$232K - $240K
|
10K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.11KNew |
$118K - $122K
|
5.11K
$121K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.18K+ 33.44% |
$73.7K - $76.1K
|
12.7K
$302K
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2KNew |
$46.3K - $47.8K
|
2K
$47.5K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
311New |
$7.2K - $7.43K
|
311
$7.39K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
297New |
$6.88K - $7.1K
|
297
$7.05K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126New |
$2.92K - $3.01K
|
126
$2.99K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
CALL |
67.2KNew |
$1.57M - $1.59M
|
67.2K
$1.6M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19.3KNew |
$450K - $456K
|
19.3K
$459K
|